Financial Planner Clause Samples
The Financial Planner clause designates a specific individual or entity responsible for providing financial planning services under the agreement. Typically, this clause outlines the scope of the planner's duties, such as advising on investments, budgeting, or retirement planning, and may specify any required qualifications or certifications. Its core function is to clearly identify who will deliver financial advice, ensuring both parties understand the planner's role and reducing the risk of misunderstandings regarding financial responsibilities.
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Financial Planner. The Employee may continue to avail himself of the services of a financial planner until the Separation Date.
Financial Planner. The Employee may continue to avail himself of the services of a financial planner until the end of December 31, 2016.
Financial Planner. Every year, including 1997, the Corporation shall reimburse the Executive for the reasonable fees and expenses, not to exceed $5,000, for services rendered by a financial planner selected by the Executive, in his sole discretion. In addition to any reimbursements payable to the Executive under this paragraph, the Executive shall receive an additional payment (a "Gross-Up Payment") in an amount such that after Payment by the Executive of all taxes imposed on the reimbursement and the Gross-Up Payment, the Executive retains an amount of the reimbursement and Gross-Up Payment equal to the reimbursement payable to the Executive under this paragraph.
Financial Planner. Every year the Corporation will provide the Executive $3,000 per year to pay for services rendered by a financial planner selected by the Executive in his sole discretion.
Financial Planner. The Employee may continue to avail himself of the services of a financial planner until the Separation Date and the Company agrees to reimburse him, within 30 days of receipt of invoices for such amounts, for up to $15,000 in fees incurred prior to the Separation Date.